See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,035 |
Filed as: GALLAGHER BENEFIT SVCS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,999 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,625 | $78,419+18.1% | $133,956-30.9% | $73,409+26.2% |
| Participation rate | 81.6% | 78.6%+3.0pp | 79.8%+1.8pp | 72.2%+9.4pp |
| Annual return | 16.32% | 33.35%-17.0pp | 45.09%-28.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,072 | $2,044-47.5% | $3,919-72.6% | $2,234-52.0% |
| Participant deferral / active EE | $4,907 | $3,925+25.0% | $5,048-2.8% | $3,805+28.9% |
| Admin fee / account holder | $407 | $161+152.1% | $8,927-95.4% | $158+157.6% |